Focus on automotive intelligence
The total net outflow of large funds was 163 yuan, 40.2 billion yuan less than that of the previous trading day. According to the statistics of wind financial terminal, 44 of the 134 industry sectors of Shenwan secondary industry (2021) have net inflow, and the number of net inflow sectors is 16 more than that of the previous trading day. The top five sectors of net inflow are: 1.834 billion yuan for infrastructure construction, 1.201 billion yuan for communication services, 1.126 billion yuan for energy metals, 922 million yuan for construction machinery and 799 million yuan for traditional Chinese medicine; The five major sectors before the net outflow are: -41.02 billion, Baijiu -23.57 billion, game -22.20 billion, software development -14.13 billion, passenger car -12.78 billion.
It is suggested to pay attention to vehicle intelligence, and the specific analysis is as follows:
1) With the increase of the number of intelligent connected vehicles, the demand for software and subscription services in the intelligent vehicle industry has increased rapidly. It is expected that industries such as intelligent Internet connection, perception side radar, high-precision map, intelligent cockpit, intelligent automobile cloud and Internet connection automobile safety will usher in an inflection point of accelerated development.
2) It is suggested to pay attention to: Huizhou Desay Sv Automotive Co.Ltd(002920) , Foryou Corporation(002906) , Will Semiconductor Co.Ltd.Shanghai(603501) , Lianchuang Electronic Technology Co.Ltd(002036) , Wuhu Token Sciences Co.Ltd(300088) , Luxshare Precision Industry Co.Ltd(002475) , Electric Connector Technology Co.Ltd(300679) , Bethel Automotive Safety Systems Co.Ltd(603596) , Starpower Semiconductor Ltd(603290) , Zhuzhou Crrc Times Electric Co.Ltd(688187) , Hangzhou Silan Microelectronics Co.Ltd(600460) , Wingtech Technology Co.Ltd(600745) , Ingenic Semiconductor Co.Ltd(300223) , Autel Intelligent Technology Corp.Ltd(688208) , Thunder Software Technology Co.Ltd(300496) , Ningbo Joyson Electronic Corp(600699) , Navinfo Co.Ltd(002405) , Keboda Technology Co.Ltd(603786) , etc.
